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Qualcomm notified customers on July 24, 2026 of double-digit chip price increases taking effect September 1, citing an inability to absorb further supplier cost increases.
ARM’s stock saw the largest price target cut, though UBS reiterated its 'Buy' rating and retained 'Neutral' ratings for both Qualcomm and KLA.
Silicon content per handset is quietly repricing as on-device AI and RF complexity collide with the next refresh cycle, and five chip names are already splitting into winners and losers before most investors notice the gap.
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. While Qualcomm’s expanding data-center revenue opportunity makes it difficult to remain bearish, one investment firm remains skeptical due to its product roadmap and competitive positioning. On June 25, Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight […]
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed a $5 billion data center revenue forecast for fiscal 2027 that the bank said "clearly pushes them into the AI beneficiaries category."
JPMorgan sees significant upside for Qualcomm ahead of its June 24 Investor Day, citing potential multibillion-dollar data-center opportunities.
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Hewlett Packard Enterprise Company (NYSE:HPE) is drawing a more positive view from analysts based on its robust and sustainable demand. On June 2, Barclays analyst Tim Long raised the price target on the stock to […]
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Marvell’s infrastructure story is gaining fresh support on Wall Street. On June 2, Stifel analyst Tore Svanberg raised the price target on Marvell (NASDAQ: MRVL) to $321.00 (from $230.00) while maintaining a Buy rating. Stifel […]
Broadcom Inc. (NASDAQ:AVGO) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 2, HSBC analyst Frank Lee raised the price target on Broadcom Inc. (NASDAQ:AVGO) to $600.00 (from $450.00) while maintaining a Buy rating. The bullish case for Broadcom is based on its ASIC revenue growth, […]
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going […]
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 8, 2026, Daiwa analyst Louis Miscioscia upgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Outperform from Neutral and raised the firm’s price target to $225 from $140. The analyst said Qualcomm’s fiscal Q2 results were mixed, with strong growth […]
Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is shifting from smartphone chip supplier to broader AI infrastructure participant, and that the market is undervaluing the transition. The $85 price target raised by a single firm ... Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot
Qualcomm Inc. (NASDAQ:QCOM) shares jumped 6% on Friday after Daiwa Securities upgraded the semiconductor company from Neutral to Outperform and raised optimism around its long-term growth opportunities.
Investing.com -- Qualcomm Inc. (NASDAQ:QCOM) shares rose 6% Friday morning after Daiwa Securities analyst Louis Miscioscia upgraded the chipmaker from Neutral to Outperform with a price target of $225.
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